DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Cornerstone Financial Group
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jesse Tyler Dunsmore | Thrivent Investment Management Inc. BD affiliated | Cornerstone Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2023 | May 18, 2023 |
| Arnold R Eichhof | Principal Securities, Inc. BD affiliated | Cornerstone Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 12, 2023 | Jan 3, 2023 |
| Troy Michael Leonard | Principal Securities, Inc. BD affiliated | Cornerstone Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 6, 2023 | Jan 3, 2023 |
| Guy Mccauley | Principal Securities, Inc. BD affiliated | Cornerstone Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 6, 2023 | Jan 3, 2023 |
| Bolan Michael Montgomery | Principal Securities, Inc. BD affiliated | Cornerstone Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 6, 2023 | Jan 3, 2023 |
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5 moves match.